Managing Partner | Green Mountain Financial Services
FINRA Series 7 & 63
Clay Bell is a Certified Financial Planner™ professional and experienced financial advisor who holds the FINRA Series 7 and Series 63 securities registrations. He has spent his career helping individuals, families, and business owners make informed decisions about their financial futures.
Clay works closely with clients in the areas of retirement planning, investment management, income strategies, wealth accumulation, and estate and legacy planning. His approach begins with understanding what is most important to each client and then developing a clear, personalized strategy designed around those goals.
A lifelong Vermonter with deep roots in Central Vermont, Clay is also the Head Coach of the Spaulding High School Varsity Boys Hockey team. Hockey has been a significant part of his life, both as a player and coach, and he is passionate about continuing the strong tradition of hockey in the Barre community.
Family is an equally important part of Clay's life. He and his wife, Crissy, live in Barre, where Crissy has dedicated the past 25 years to her career in education. They have three children, and Clay enjoys spending his time away from the office supporting them in their academic and athletic pursuits—watching his daughter Cami at Yale, his daughter Chelsea at Middlebury, and his son Clayton at Spaulding High School.
Whether working with clients, coaching hockey, or spending time with his family, Clay places a strong emphasis on relationships, commitment, and community.
“My goal is to understand what matters most to each client, provide clear and straightforward advice, and build a financial strategy they can feel confident about.”